Juli Keller
Client Services Manager
Juli Keller is our Client Services Manager of the Individual Wealth Management Division. Upon joining our firm in 2005 with over ten years of previous experience, Juli has over 20 years of customer service experience within the financial arena. Juli ensures quality account processing and servicing, underwrites and audits all individual accounts and assists our advisor with the preparation of investment reviews and reports. She also serves as a point of contact for both clients and fund companies. She has completed all degree curriculums to obtain an AdminU certification through LPL Financial.